重仓了3000 xom at 77.9.
立马水下。
1. 不过wti 46, bent 50，大概没有多少shale oil company can survive for a long
time.
2. David Demshur, Core Labs CEO, said that the U.S. is probably peaking now
in terms of oil production on 7/31/2015.
"We all know that our production has already peaked and I expect it to
decline pretty precipitously versus what others say it will. I am in the
camp inspired by David Demshur, CEO of Core Labs, that says the 70%
depletion rate the first year of a shale well is extraordinarily shallow and
that means our production will drop quickly if drilling remains this muted.
But I think just as important is what Demshur said about Saudi pumping –
that it simply can’t be done full out much longer without too much water
getting into the well and debasing it, something that is just plain
irresponsible.
The news today from the wires that the Saudis are going to cut back is the
missing piece of the puzzle that should cause oil to trade at these levels
and not go much lower. I say not go much lower because we do have Iranian
oil coming in soon if the deal is signed." from Jame cramer.
